Analysis of US & Korean markets. 거시적 관점의 시장 분석
The Yen Carry Trade is the invisible giant of the global market, and right now, it’s about to wake up. Japan’s Finance Minister has issued a “Final Evacuation Advisory” as the Yen hits 160. If you are a US stock investor, the Yen Carry Trade unwinding isn’t just a risk—it’s the opportunity of the decade. … Read more
Why the Memory Supercycle Won’t Die by 2030 (And the One Japanese Company That Could Crash It) Everyone’s talking about the AI hype and how the Big 3 (Samsung, SK Hynix, Micron) are printing money. But if you’re just looking at quarterly earnings, you’re missing the actual “black magic” happening behind the scenes. The Memory … Read more
Yo, did you see the headlines? The UAE OPEC exit is officially happening on May 1st, 2026. While “experts” are out here preaching caution and telling everyone to “wait and see,” let’s be real for a second: Observers who do nothing when the global order shifts don’t deserve to get rich. But listen—I’m not telling … Read more